+58.2%
QQQI vs UPRO
+153.8%
-95.6%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | +0.3% |
| 7D | +0.8% | -1.3% | +2.1% | +1.3% |
| 30D | +0.2% | -5.0% | +5.2% | +2.0% |
| 3M | +2.3% | +7.5% | -5.2% | -0.6% |
| 6M | +11.6% | +33.2% | -21.6% | 0.0% |
| YTD | +11.3% | +27.7% | -16.4% | +1.0% |
| 1Y | +17.4% | +43.0% | -25.6% | +2.0% |
| All | +58.2% | +153.8% | -95.6% | +8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UPRO.
Daily Out/Under-Performance
Portfolio return minus UPRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPRO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded UPRO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling